Abstract: A method includes receiving first user input indicating selection of a guaranteed income option to fund essential retirement expenses. The method further includes receiving second user input indicating selection of an investment option to fund lifestyle retirement expenses. The method also includes receiving third user input indicating selection of an unexpected liability coverage option, wherein the unexpected liability coverage option includes a long-term care funding option, an unexpected legal expense funding option, or any combination thereof. The method includes receiving fourth user input indicating selection of one or more legacy planning options. The method also includes generating a retirement plan based on the first user input, the second user input, the third user input, and the fourth user input.

Abstract: A method includes generating a first interactive graphical user interface (GUI) that identifies one or more guaranteed income options to fund essential retirement expenses and receiving a selection of a guaranteed income option. The method includes generating a second interactive GUI that identifies one or more investment options to fund lifestyle retirement expenses and receiving a selection of an investment option. The method includes generating a third interactive GUI that identifies one or more unexpected liability coverage options and receiving a selection of an unexpected liability coverage option. The method includes generating a fourth interactive GUI that identifies one or more legacy planning options and receiving a selection of a legacy planning option. The method includes generating a retirement plan that identifies the selected guaranteed income option, the selected investment option, the selected unexpected liability coverage option, and the selected legacy planning option.

Abstract: A method includes receiving first user input indicating selection of a guaranteed income option to fund essential retirement expenses. The method further includes receiving second user input indicating selection of an investment option to fund lifestyle retirement expenses. The method also includes receiving third user input indicating selection of an unexpected liability coverage option, wherein the unexpected liability coverage option includes a long-term care funding option, an unexpected legal expense funding option, or any combination thereof. The method includes receiving fourth user input indicating selection of one or more legacy planning options. The method also includes generating a retirement plan based on the first user input, the second user input, the third user input, and the fourth user input.

Abstract: A method includes generating a first interactive graphical user interface (GUI) that identifies one or more guaranteed income options to fund essential retirement expenses and receiving a selection of a guaranteed income option. The method includes generating a second interactive GUI that identifies one or more investment options to fund lifestyle retirement expenses and receiving a selection of an investment option. The method includes generating a third interactive GUI that identifies one or more unexpected liability coverage options and receiving a selection of an unexpected liability coverage option. The method includes generating a fourth interactive GUI that identifies one or more legacy planning options and receiving a selection of a legacy planning option. The method includes generating a retirement plan that identifies the selected guaranteed income option, the selected investment option, the selected unexpected liability coverage option, and the selected legacy planning option.